Wednesday, July 3, 2019

Relationships Tab is not Showing up when Creating a New Lead


To resolve, kindly follow below steps as an Administrator:

1. Navigate to Customization > FormsEntry Forms.

2. Click Edit beside preferred Lead Form.

3. On the Lists tab > Relationships subtab, mark the Show checkbox for Contacts.

4. Click Save.

When user creates a new Lead using this form, user should now be able to see the Relationship tab.

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